Tax Prep Assistant: Client-Focused & Detail-Oriented

H&R Block; Knoxville (IA); On-site; USD 36,000 - 52,000; Full time

Job summary

H&R Block in Knoxville, IA is seeking an entry-level Tax Associate to assist with the tax interview process and prepare returns. You will enter client and W-2 information, assemble the tax return, secure signatures, review the completed file with the client, and support bookkeeping procedures as needed.

Strong reading and math skills, effective in-person and phone communication, and experience with Windows-based software are essential.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• Previous experience with Windows-based computer programs.
• Additional state and local requirements may apply.

Responsibilities

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program
• Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures
• Ensure all H&R Block clients are receiving superior service
• All other duties as assigned

Skills

Reading & Math skills

Communication skills

Windows-based software familiarity

Education

High school diploma or equivalent

Tools

Windows-based software familiarity

Job description

H&R Block in Knoxville, IA is seeking an entry-level Tax Associate to assist with the tax interview process and prepare returns. You will enter client and W-2 information, assemble the tax return, secure signatures, review the completed file with the client, and support bookkeeping procedures as needed.

Strong reading and math skills, effective in-person and phone communication, and experience with Windows-based software are essential.